A VC« Google Desktop Search (continued) | Main | AdSense (Continued) »
Exploding TV
We hosted one of our regular monthly sandwich lunches in our office yesterday. We pick an industry that we think is ripe for disruption and invite a bunch of smart people who work in that industry to come have sandwiches and talk. There's no agenda, no moderator, and the food isn't even that good. But the conversations are always fascinating.
Yesterday we talked about what happens when TV content becomes available and addressable the way web content is today. We talked about Video On Demand (VOD), TV delivered over phone lines (IP TV), Video on the Internet (Streaming), and Downloadable Video (Bit Torrent).
Of the ten or so people that attended, I suspect that each and everyone has a different view of how this will ulimately play out. Some were big fans of VOD and that's a real market that is developing quickly with the support of Comcast and Time Warner.
Some were big fans of streaming content over the Interent. Apparently advertisers are lining up to sponsor such programming and there is way more demand for streaming ads than supply right now.
There weren't too many fans of IP TV. The prevailing wisdom is that the content owners won't piss off the cable MSOs by making their channels available to Verizon and others.
The Bit Torrent crowd grew larger as the lunch went on. I am in this crowd. I believe "digital television" will play out largely like digital music. At first the content owners (like the musicians) will be held back out of loyalties to the cable MSOs (like the record labels). Content owners will not make their content available for download legally. But consumers will want to get their TV truly "on demand" and they will use Bit Torrent or whatever other technology becomes available just like Napster, Morpheus, and Kazaa were used to get music on demand.
I think the advent of the media-centric PC will cause this trend to accelerate. If my family room is driven by a PC with a DVR, set top box, and web browser built into it, connected to cable for both programming and high speed data, and then connected to a nice big flat panel display, the option to watch a show via live TV, VOD, DVR, or Bit Torrent is just a click of the remote. And when its that easy, why will my girl's choose to watch One Tree Hill via DVR when they can just as easily get it via Bit Torrent?
Then there's the issue of what you didn't record. Take the whole Jon Stewart Crossfire thing. I didn't DVR that show. I don't Tivo Crossfire. I don't watch Crossfire. But I love Jon Stewart and when I heard he slammed those guys live, I went to Bit Torrent and downloaded the show and watched it. Apparently a lot of other people watched it that way too.
So I believe we are going the way of downloaded TV over the long run. What should the content owners do about this? I think they should recognize that the ad sponsored content model can work in a downloaded world. They should cut ad avails into their programming, hard wire an IP address into those ad avails to pull an advertisment off of their servers, and then let the programming go wherever it will go. In an always on world, they'll get the ad impressions they always got, and probably a lot more.
Who is going to build out the infrastructure for this new world of exploding TV? I am not sure, but I do hope they stop by our offices and tell us what they are doing. Because we want to invest in this trend.
AN ASIDE: We also talked about the new U2 iPod ad. That's an amazing piece of marketing at work.
Comments (8) | | TrackBack (12)
TrackBack
TrackBack URL for this entry:
http://www.typepad.com/services/trackback/6a00d83451b2c969e200e5503674cb8834
Listed below are links to weblogs that reference Exploding TV:
» Exploding TV from PaidContent.org
: VCs surely want to invest in whatever shape the next TV delivery market takes, whether VOD, IP, BitTorrent or plain old streaming... VC Fred Wilson: "I believe we are going the way of downloaded TV over the long run.... [Read More]
Tracked on Oct 20, 2004 2:52:46 PM
» The Next Napster from Law
Fred over at A VC is talking about "exploding TV." If you are looking for the next battles in copyright, this looks like a safe bet: I believe "digital television" will play out largely like digital music. At first the [Read More]
Tracked on Oct 21, 2004 3:10:00 AM
» Video Napster? from The Entrepreneurial Mind
Convergence is all the rage in media/electronics/computers these days. And we are beginning to see the marvels that this new generation of electronic gizmos will bring us. The author of the blog site called A VC tell us what this... [Read More]
Tracked on Oct 21, 2004 8:43:24 AM
» Addressable Television from TVHarmony
Jeff Jarvis of the BuzzMachine, Fred Wilson of AVC Blog, and some others had a lunchtime conversation on the future of video access. I like the term "addressable television" to describe the ability to get television content in a similiar... [Read More]
Tracked on Oct 21, 2004 11:29:44 AM
» Point-To TV from John Battelle's Searchblog
As I was reading Fred's post on Digital TV, it reminded me of the recent Jon Stewart/Crossfire phenomenon (see here for more if this is news to you). As I've pointed out lately with regard to print, the same goes for TV: You don't want to make "Must Se... [Read More]
Tracked on Oct 21, 2004 12:11:26 PM
» Point-To TV from reblog
As I was reading Fred's post on Digital TV, it reminded me of the recent Jon Stewart/Crossfire phenomenon (see here for more if this is news to you). As I've pointed out lately with regard to print, the same goes... [Read More]
Tracked on Oct 25, 2004 4:23:39 PM
» Exploding porn from unmediated
: In the discussion of exploding TV at Fred and Brad's lunch the other day (my report here), I said that this was the one case in new media where I could not see how porn was leading the way. But I kept thinking there had to be a way. I kept thinking a... [Read More]
Tracked on Oct 25, 2004 4:26:53 PM
» RSS, Podcasting, and the TV Explosion from itra blog
An interesting piece of homegrown tech getting a lot of attention these days is podcasting. A podcast consists of digital audio content that is produced by an individual and then made available via their website or blog. Within the website's [Read More]
Tracked on Oct 28, 2004 5:31:04 PM
» Exploding TV - now underway from Docu-Blog/Steve's POV
There's a great conversation taking place in the blogosphere about TV - and it's future. It's fueled at least a bit by the sense that TV is simply bad, or ill-used. It could be so much a). Better b). More Valueable c). More usefull d). More important. ... [Read More]
Tracked on Jan 9, 2005 3:24:51 PM
» Exploding TV - now underway from Docu-Blog/Steve's POV
There's a great conversation taking place in the blogosphere about TV - and it's future. It's fueled at least a bit by the sense that TV is simply bad, or ill-used. It could be so much a). Better b). More Valueable c). More usefull d). More important. ... [Read More]
Tracked on Jan 9, 2005 3:26:38 PM
» Le bout de la Gaussienne from Actualités Aurel Leven Nextstage
Et s'il était aussi important d'aider un livre à trouver un lecteur, que d'aider un lecteur à trouver un livre ? Anatomie de la Gaussienne Chris Anderson a écrit un très bon article dans Wired (The Long Tail) sur [Read More]
Tracked on Feb 6, 2005 3:11:10 PM
» Le bout de la Gaussienne from Actualités Aurel Leven Nextstage
Et s'il était aussi important d'aider un livre à trouver un lecteur, que d'aider un lecteur à trouver un livre ? Anatomie de la Gaussienne Chris Anderson a écrit un très bon article dans Wired (The Long Tail) sur [Read More]
Tracked on Feb 6, 2005 3:11:59 PM
Posted October 20, 2004 in Venture Capital and TechnologyComments
My two cents on exploding tv here. And more on the iPod here.
Posted by: Jeff Jarvis | Oct 20, 2004 4:55:45 PM
Well, I'm not sure what infrastructure is really necessary that isn't already in the pipe. We'll have the PCs, the digitizing cards, the hard drives and the software. The bandwidth will have to be improved but that favors established players. If we look at the music side, the winners in this are clear: the content owners. There will be a few software startups, but 60% of each dollar that consumers spend on iTunes goes to the music owner. What is so interesting, though, is to think of a world where the 30 second spot doesn't exist - that is a world that would be crushing to a number of large media companies. It isn't happening tomorrow - but now that I've seen the power of Bittorrent, I can see the future of media.
Posted by: Damian | Oct 20, 2004 6:23:18 PM
Oh - one more point: Verizon won't have any trouble getting content for their IP TV offering - the content companies are always dying to find a new outlet. Verizon may not get the best pricing based on the number of homes they reach, but they won't be denied content (with the exception of stuff that is exclusive like NFL ticket for DirecTV). In fact, Verizon just hired a big content-licensing guy away from Insight.
Posted by: Damian | Oct 20, 2004 6:29:22 PM
One of the main challenges in the coming disruption of the TV and movie biz' will be running the 1000s of hours of programming cost-effectively though the right filters to deliver media that matches my tastes. When the copyright holders succumb to the inevitable consumer and business pressures, Grouper, a friend-to-friend private P2P network, will emerge as one of the primed platforms.
Posted by: Josh Felser | Oct 21, 2004 1:50:54 PM
Forgot to mention that my previous post was self-serving.
Posted by: Josh Felser | Oct 21, 2004 2:01:54 PM
To further my point about Verizon not having trouble getting content:
http://www.rednova.com/news/display/?id=96432
Some industry officials question whether Bell phone companies will be able to negotiate rights to show popular sports and entertainment channels controlled by cable giants like Comcast and Time Warner Inc.
But in a Globe interview this month, Verizon chief executive Ivan G. Seidenberg called it "a myth that you can't get content. We have more people knocking on our doors who want us to carry their content than you could imagine. They have more content to sell than they have cable systems to protect, and we're going to be serving many parts of the country they don't."
Posted by: Damian | Oct 23, 2004 6:38:35 PM
EXECUTIVE SUMMARY
“Get on the inside track!”
Broadcasting live from the majestic ocean view Satellite Park Studios in Malibu California, and the world famous Radio Recorders Studios of Hollywood Ca, Sneak Peek Music will peel back the curtains of the world's top recording stars, and reveal the reality behind creating their music from start to finish! It’s a behind the scenes Sneak Peek Preview of a stars CD BEFORE it hits the Stores or public airwaves. It’s a VIP, Exclusive, “All Access” Backstage Pass!
During the past five decades the recording process and more importantly the artistic "magic" that occurs inside the studio has been hidden from the public eye. We know that DVD sales alone have soared to $15 billion dollars in sales, in part because they allow a "glimpse" into the "take" process and the "vibe" humor of the moment when great art is created. This is an ever-increasing market and a huge draw for fans, fanatics and non-fans alike.
There is today in America, and worldwide an ever-rapidly increasing and insatiable desire from the public to see "behind the scenes", to see their celebrities, to see "reality", all these aspects wrapped in one show by "A" list recording artist(s) doing their next original music, this is Sneak Peek Music.
Imagine for the first time allowing fans to sneak a peek at actual, live recording sessions of their favorite top recording artist performing their version of their favorite Elvis Presley hit, (see page 14) before anyone hears it on the radio or sees it on television.
Sneak Peek Music is fun, inspirational and historical. As we have seen, many fans will wait in line for days simply to purchase a concert ticket, even fly internationally to attend a concert or have a glimpse of their favorite star. Until Sneak Peek Music, fans have never been allowed intimate access to the very private world of the artistic creative process.
The "Signature Sound" philosophy has always been a major hallmark in the music industry. At Sneak Peek Music, we have an extraordinarily experienced team of in-house TV and music managers and producers with multi-awards including many Platinum Albums, Gold Albums, Grammy’s, Emmy’s and Ace Awards. To this end, Sneak Peek’s first season will result in the Elvis Presley Tribute Album! Elvis Presley’s albums sales have topped 1.2 billion!
Sneak Peek Music will produce two Pay-Per-View Live Casts with Two Stars per show covering a total of five Elvis Presley Hits for the CD/DVD release. Simultaneously, we will offer a streaming web-cast subscription. These three revenue streams, Pay-Per-View, Streaming Web-Casts and CD/DVD sales should be quite lucrative. Sneak Peek expects to be self financing from then on for/all future broadcasts and productions.
Our talent pool of qualified production personnel are key in providing all production, various mixes and feeds that are necessary to ensure the sonic element tied to the professional sets and award-winning directorial streamed aspects of the subscription broadcasts. The star-power of Sneak Peek Music pre-releases will greatly drive disc sales by pre-promoting the album from our star-driven subscription system.
Our studio, Radio Recorders founded in 1933, had achieved prominence in the field of broadcast radio when it became the home of some of popular music’s greatest hits, “Jail House Rock”, “All Shook Up”, “Loving You”. These are just a few of the 120 Elvis hits recorded at 7000 Santa Monica Blvd.. This combined with our luxurious Malibu estate, which includes an outdoor pool, Jacuzzi, sundeck, lounge areas and, of course, the Satellite Park recording studio, which is perched atop a majestic coastal mountain range, with a spectacular ocean view. are the actual locations for our show. We will take the Sneak Peek Music cameras inside this, and other recording studios to capture the full experience of being with the stars as they create the hits of tomorrow.
All Sneak Peek Music programs will have a unique, exciting and often humorous MTV style, with a modest average $19.95 Pay Per View subscription price. Our subscribers will watch a top artist record their favorite Elvis song. Our first four shows will be combined to produce an Elvis Tribute Album where the artists sing an Elvis hit, explaining how the song they are recording had an influence and meaning to them. Near the end of the sessions, the songs will be premiered on Sneak Peek Music first for the subscribers, followed by a listening party for the general public. The program will be an "on camera" party, with models galore and appearances by major celebrities.
Making all of this possible is the working relationships that have been cultivated between the Company founders and major music stars of our time.
Key is our understanding and experience with the buying habits of music fans. Sneak Peek Music will exploit the historical demographics and purchasing patterns of major star fan bases and feed upon the previously secretive world of artist's most creative moments by making available, a previously unavailable, intimate experience to the general public.
Sneak Peek Music is exciting, for it is about music, glamour, celebrities, TV and fun, but mostly it is about... the money!!-It is about multiple revenue sources, including: Pay Per View Subscriptions, DVD/ CD/ Download Fees, Sponsor Advertising and Merchandising!
We modestly assume that an artist(s) that sells ten million albums will have at least, 5% or 500,000 fans tuning in to watch their star record. This very conservative estimate will produce immediate, on-going significant profits for the Company and its investors!!
Sneak Peek Music is… a unique, timely, one of a kind, STAR driven entertainment program with extraordinary profit potential.
Posted by: Alexander Sasha Shev | Oct 16, 2005 11:29:09 PM
amateur couple amateur gay amateur gratuit amateur libertin amateur nu amateur porno amateur sex amateur sexe amateur video amateur webcam amateur x amateur anal fisting anal anime asiatique nu asiatique bite black anal blacks on blonde webcam gratuit webcam sexe femme black webcam chat cul cul gratuit couple amateur erotique ejac feminine ejac facial defloration coquin blonde salope bondage voyeur gratuit erotique gratuit bukkake cul de femme black teens ejac faciale chatte chatte humide double anal film x amateur free porn movies femme mature femme nu femme erotique femme facile xxx fetichisme femme mure film amateur femme en chaleur femme cochon film sexe femme sex x amateur femme coquin femme mure nu femme sexe fille facile femme nu gratuite film sexe gratuit femme photo hardcore gros penis grosse salope hentai x histoire erotique young porn gros teton gratuit sexe jeune gay video grosse femme grosse bite jeune femme gros sein gros cul gros sexe jeune amatrice hentai jeune chatte jeune femme nue hard sexe jeune lesbienne mangas erotique jeune nu voyeur france mangas sexe jeune vierge mature lesbian mature gratuit lesbienne nu mamie jeune gay masturbation femme lesbienne photo lesbienne gratuit lesbienne gratuite jeune sexe jeune salope lesbienne jeune fille voyeur mature mature sex sex mangas sexy lingerie video coquin video de cul transsexuelle sexe video sexy mature triple penetration video amateur video amateur x sexe vieille sexe mature sexe porno sex xxx teen amateur sexe webcam sex femme video cul gratuit sexe video gratuit teen porn sexe video gratuite sex mature sexe photo mature women photo gratuite sexe photo de cul photo gay gratuite photo de cul gratuite photo amateur mure petite chatte photo salope photo lesbienne mature sexe video hentai video lesbienne photo gay gratuit photo femme video erotique partouze photo cul gratuite photo sexe amateur photo de chatte penetration photo gratuite femme nu photo fille photo xxx portail du sexe photo sein photo sexe gratuit video salope porn porno asiatique photo sexe porno mature porno black sein de france video mature photo sexe gratuite sein salope gratuit photo transsexuelle porno amateur photo voyeur porno sexe poitrine salope salope gratuite video sexe sexe femme video xxx gratuit sexe hard gratuit sexe fr sexe amateur gratuit sex amateur gratuit sexe en direct sexe gratuit photo sexe hard sexe gratuis sexe gratuit sexe feminin sexe amateur sexe gratuit video video sexe gratuit video xxx sein enorme sein gratuit sexe sexe gaulois sex amateur sexe extreme sexe hardcore blague codec divx ad aware antivirus divx a telecharger antivirus en ligne chanson a telecharger codec telecharger carte postale ancienne antivirus gratuit blague humour divx codec carte postale virtuelle blague blonde divx dvd clone cd bitdefender carte postale antivirus a telecharger antivirus gratuit a telecharger emule telecharger gratuit film gratuit a telecharger film porno a telecharger film porno gratuit a telecharger film x a telecharger fond d ecran a telecharger horoscope horoscope cancer divx gratuit edonkey edonkey 2000 emoticone a telecharger emoticone a telecharger gratuit emule france emule gratuit emule telecharger film a telecharger emule film x gratuit a telecharger firewall horoscope taureau horoscope verseau jeu a telecharger jeu pc a telecharger jeux a telecharger jeux a telecharger gratuit jeux a telecharger sur pc jeux de voiture jeux flash a telecharger horoscope capricorne horoscope chinois horoscope du jour horoscope gemeau horoscope gratuit horoscope lion horoscope poisson horoscope sagittaire horoscope scorpion horoscope vierge imesh kazaa msn messenger 7.5 telecharger messenger 7.5 mp3 gratuit telecharger mc afee logiciel gratuit mp3 gratuit msn messenger telecharger kazaa telecharger messenger mp3 telecharger logiciel antivirus msn messenger plus kazaa lite telecharger kazaa lite logiciel architecture mp3 telecharger gratuit msn 7.5 telecharger msn messenger 7.5 messenger msn recette partition guitare nero burning rom partition de musique musique mp3 musique mp3 a telecharger nero 6 norton antivirus 2005 nero express nero norton 2005 musique a telecharger gratuite musique musique a telecharger gratuitement norton musique a telecharger gratuit nero burning musique a telecharger msn telecharger partition gratuite recette minceur recette de salade shareaza telecharger recette gateau chocolat recette punch recette courgette recette gateau recette cocktail sims 2 telecharger recette sangria recette pain recette facile sims 2 telechargement recette paella recette crepe recette de cuisine recette dessert recette de julie recette de confiture recette barbecue telecharger kazaa lite gratuit telecharger emule telecharger les sims gratuitement telecharger kazaa little telecharger kazaa gratuitement telecharger gratuitement msn telecharger kazaa lite telecharger emoticone telecharger emule gratuit telecharger kazaa en francais telecharger gratuitement kazaa telecharger e mule gratuit telecharger gratuitement msn messenger telecharger divx gratuit telecharger les sims 2 telecharger les sims gratuit telecharger jeu flash telecharger kazaa gratuit telecharger gratuitement logiciel telecharger emule gratuitement solution jeu telecharger divx solution jeu video telechargement gratuit de film telecharger clone cd telechargement film x gratuit telechargement logiciel telechargement film divx telecharger antivirus gratuit solution telecharger codec divx telechargement film telecharger chanson skype telechargement film porno gratuit telechargement film porno telecharger acrobat reader telecharger antivirus tablature guitare tablature telecharger mp3 telecharger mp3 gratuitement telecharger msn telecharger msn 7.5 telecharger msn 7.5 francais telecharger msn 8.0 telecharger msn gratuit telecharger msn gratuitement telecharger msn mesenger telecharger msn messenger 7.5 telecharger msn messenger 8.0 telecharger msn messenger plus telecharger msn plus telecharger music mp3 telecharger musique gratuite telecharger logiciel divx telecharger logiciel gratuit telecharger logiciel mp3 gratuit telecharger messenger telecharger messenger 7.5 telecharger winamp telecharger windows messenger telecharger winzip telecharger winzip gratuit telecharger yahoo messenger zone alarm telecharger nero telecharger nero 6 telecharger nero gratuit telecharger nero gratuitement telecharger norton antivirus 2005 telecharger shareaza telecharger shareaza gratuit telecharger shareaza gratuitement telecharger video telecharger video porno gratuit telecharger video sex telecharger video x
Posted by: amateur couple | Nov 30, 2005 7:58:36 AM
Main RSS Feed of All Posts
VC and Technology Posts Only
